Category: Trend Following

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My guest today is Peter Linneman, the principal of Linneman Associates, the CEO and founder of American Land Fund and of KL Realty. He previously served as the Albert Sussman Professor of Real Estate, Finance, and Public Policy at the Wharton School of the University of Pennsylvania in Philadelphia, Pennsylvania, retiring in December 2010. Linneman served as the founding chairman of Wharton’s Real Estate Department, and was the Director of Wharton’s Samuel Zell and Robert Lurie Real Estate Center for 13 years. He is also the founding co-editor of the Wharton Real Estate Review. Linneman has also been named one of the 100 Most Powerful People in New York real estate according to The New York Observer and one of the 25 most influential people in commercial real estate by Realtor Magazine.

The topic is COVID-19 economic impact.

In this episode of Trend Following Radio we discuss:

• COVID Nightmare
• Shutdowns
• Recovery and Rebound
• Unemployment
• Fear and Greed
• The Value of the Human Life

Mentions & Resources:

• Peter Linneman
• Video Mentioned
• Sam Zell
• 9/11
• The Great Depression
• www.linnemanassociates.com
• @P_Linneman

Listen to this episode:

• Listen to this podcast on iTunes. (Please leave a rating!)
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• Free Video.

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Feedback in:

My biggest challenge is accepting that price is the score, both in terms of entry and exits. Being an accountant I stereotypically began my investment journey as a value guy (Joel Greenblatt’s Magic formula), did ok, some wins some loses, but what held me back was missing a lot of entries on winners I had identified but not executed on (anchoring bias stopped me paying for something up say ~1-5% even though they would go on to become big wins) combined with on the other side holding too many only ok stocks (not losers but not winners either, but opportunity cost hit me). I don’t see myself as a TA guy (for lots of different reasons) but having recently discovered momentum/trending in the past year, my retrospective analysis showed me that my performance would have been better if I had combined price momentum with my investment approach. I am keen to learn more but it’s already helped me with the recent turbulence, getting out in February and not rushing to catch a falling knife. Still more challenges ahead and looking forward to improving… P.S. thanks for your books and podcasts

Keep learning. Keep avoiding traditional technical analysis.

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How can you move forward immediately to Trend Following profits? My books and my Flagship Course and Systems are trusted options by clients in 70+ countries.

Also jump in:

• Trend Following Podcast Guests
• Frequently Asked Questions
• Performance
• Research
• Markets to Trade
• Crisis Times
• Trading Technology
• About Us

Trend Following is for beginners, students and pros in all countries. This is not day trading 5-minute bars, prediction or analyzing fundamentals–it’s Trend Following.

Feedback in:

My biggest challenge at the moment is reading the charts in stocks. I have a good idea of what to invest in, mostly tech, just finding that good entry points by price analysis is my challenge. I just started reading TurtleTrader and going to start the Trend Following audio books.

Nathaniel

Let me ask you — reading charts — what do you mean?

Trend following is not about reading charts.

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How can you move forward immediately to Trend Following profits? My books and my Flagship Course and Systems are trusted options by clients in 70+ countries.

Also jump in:

• Trend Following Podcast Guests
• Frequently Asked Questions
• Performance
• Research
• Markets to Trade
• Crisis Times
• Trading Technology
• About Us

Trend Following is for beginners, students and pros in all countries. This is not day trading 5-minute bars, prediction or analyzing fundamentals–it’s Trend Following.

Subscribe to Trend Following Radio on iTunes

My guest today is Rebecca Henderson, the McArthur University Professor at Harvard University (the highest honor that can be awarded to a faculty member), where she teaches the acclaimed course on “Reimagining Capitalism.” Henderson spent the first twenty-one years of her career at MIT’s Sloan School where she was “teacher of the year” and where her research focused on the economics of innovation and on the question of how large organizations can reinvent themselves.

The topic is her book Reimagining Capitalism in a World on Fire.

In this episode of Trend Following Radio we discuss:

• Coronavirus Pandemic
• Climate Change and Inequality
• Healthcare
• Capitalism and Politics
• Wealth and Ordinary People
• Capital and Labor Balance

Mentions & Resources:

• Rebecca Henderson
• Reimagining Capitalism in a World on Fire
• Climate Change
• Fossil Fuel
• Jeff Bezos
• Oprah Winfrey
• Harvard University
• The Great Depression
• Carbon Bubble
• KKR & Co. Inc.
• Merchants of Debt
• George Anders
• reimaginingcapitalism.org
• @RebeccaReCap

Listen to this episode:

• Listen to this podcast on iTunes. (Please leave a rating!)
• Listen on Spotify.
• Listen on Stitcher.
• Libysn RSS.
• Download as MP3 by right-clicking here and choosing “save as.”
• Free Video.

Jump in!

Feedback in:

My biggest challenge so far is being able to analyze the data to find a solid trend-based methodology that will provide a high level of successful trades (greater than 80%) with minimal amounts of loss on the negative trades. Crunching that much data to find the combination of trend data to follow for success. I am starting to work with a programmer since I don’t have time or refine my coding skills to crunch the data myself.

80% winning trades? That’s not an option. You won’t ever get there. A false goal if there ever was one. It’s not trend following either. Resources to explore.

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How can you move forward immediately to Trend Following profits? My books and my Flagship Course and Systems are trusted options by clients in 70+ countries.

Also jump in:

• Trend Following Podcast Guests
• Frequently Asked Questions
• Performance
• Research
• Markets to Trade
• Crisis Times
• Trading Technology
• About Us

Trend Following is for beginners, students and pros in all countries. This is not day trading 5-minute bars, prediction or analyzing fundamentals–it’s Trend Following.

Feedback in:

Using a consistent strategy to create consistent profits. Because I’m new; (I’ve been trading for about a year) I’m trying to learn as much as I can, while trading, while not losing my shirt! I know, nor do I expect, my journey to be easy but it seems there’s a bajillion strategies. I’m finding it difficult to find ones so that I can implement it to fit my own personality. “I feel” that it’s a mesh of a lot of ideas, and a lot of traders have their own styles and preferences, but I have no idea what works and doesn’t consistently.

1. Consistent profits? What in life is consistent?
2. What are all these styles?
3. Your personality?

Check out my FAQS.

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How can you move forward immediately to Trend Following profits? My books and my Flagship Course and Systems are trusted options by clients in 70+ countries.

Also jump in:

• Trend Following Podcast Guests
• Frequently Asked Questions
• Performance
• Research
• Markets to Trade
• Crisis Times
• Trading Technology
• About Us

Trend Following is for beginners, students and pros in all countries. This is not day trading 5-minute bars, prediction or analyzing fundamentals–it’s Trend Following.

Subscribe to Trend Following Radio on iTunes

Please enjoy my monologue Walking through Doors and Selling Ten Million Books with Michael Covel on Trend Following Radio. This episode may also include great outside guests from my archive.

Listen to this episode:

• Listen to this podcast on iTunes. (Please leave a rating!)
• Listen on Spotify.
• Listen on Stitcher.
• Libysn RSS.
• Download as MP3 by right-clicking here and choosing “save as.”
• Free Video.

Want to learn more Trend Following? Watch my video here.